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Advanced QuickBooks Online - Handling Tricky Transactions

QuickBooks Online is the world’s most popular cloud accounting program, with over 1.8 million companies using it every day to manage their businesses.
This session will focus on how to handle tricky transactions such as Customer Deposits, Loan accounts, Dishonored Cheque ’s and much more. If you have been using QuickBooks Online for a while, this is a session not to be missed.
A full handbook will accompany the session so that attendees can replicate the tricks when they get back to their offices.

Ask the location of neighbor and LF to ask the distance to Sydney (not including any Intuit Staff) and the furthest from Sydney will receive a Intuit Give away

Some facts of what I do everyday

Featuring Buddy and Danozzo in my presentation

What is a tricky transaction – I googled this and came up with this

Agenda – depending on the time at the end of presentation, we may be able to have a Q & A session, or gab me during the day

Questions come and see me after or through out the day

Questions come and see me after or through out the day

This is a sample COMPARISON using the 2-Column layout.

Placeholder text boxes that appear as part of the selected layout have predefined fonts, sizes and colors. To change the appearance of any line of text, on the Home tab, in the Paragraph group, click Increase Indent or Decrease Indent. The selected text will reformat to the predefined size according to its indent level.

Note: Any changes to the color, size, spacing or font in the placeholder text box will break its connection to the Master style. It will no longer automatically conform when switching between layouts or when imported into another presentation.

This is a sample INTRODUCTION using the 1-Column layout.

Placeholder text boxes that appear as part of the selected layout have predefined fonts, sizes and colors. To change the appearance of any line of text, on the Home tab, in the Paragraph group, click Increase Indent or Decrease Indent. The selected text will reformat to the predefined size according to its indent level.

Note: Any changes to the color, size, spacing or font in the placeholder text box will break its connection to the Master style. It will no longer automatically conform when switching between layouts or when imported into another presentation.

10.
11
Loan payments
Recording loan payments is a common
transaction, but can be more complex
Recording as an expense
Recording via the online bank feed
Customer deposits
Its all in the set up
Setting up the deposit item
Customer deposits /retainers & loan payments

14.
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There are credits and then there are credits, but which one do you use?
How can I refund a client after I have received the money?
Can i show a credit against a client for the next invoice?
How can i send a credit note so the invoice is reduced?
My supplier has sent me a credit amount what do it do with this?
I have received a credit card credit how do i enter this?
Refund receipts – delayed credits – supplier credit -
credit card credit

20.
22
There are several reconciliation problems
Bank reconciliation problems are often caused by editing, deleting, or
making other changes to reconciled transactions
A common problem is when the beginning balance does not match the
previous month’s ending balance
Bank reconciliation

22.
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